Financial Review

Face Mask Shortage

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-12-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Repeal replaced by plans that won’t pay. Trump tweet-attacks Puerto Rico. Death toll climbs. Worst wildfire in California history. JPM, C report earnings and prep for defaults. AT&T and cord cutters. PPI pops. Equifax again – seriously. Financial Review by Sinclair Noe for 10-12-2017

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Financial Review

Wipe Out

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-04-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..More records for Dow, S&P and Nasdaq. ISM soars. ADP snores. Trump’s wipe out flushes muni bonds. Catalan gone? Equifax, Richard Smith, Gus, Sam, Rich Uncle Pennybags. Getting Googley. Solar shines. Louis Vitton parody. Financial Review by Sinclair Noe for 10-04-2017

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Financial Review

Chugging Higher

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-03-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Record highs for S&P, Dow, Nasdaq, Russell. Market drips higher. Trump goes to Puerto Rico, hilarity ensues. Automakers surge on flooded cars. Equifax unites politicians. Yahoo hack 3 times worse. Wells Fargo on Capitol Hill. ATM fees up. Financial Review by Sinclair Noe for 10-03-2017

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Financial Review

A Stickler for Math

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-28-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..S&P 500 and Russell 2000 hit highs. 2Q GDP 3.1%. Taxes and math. Gary Cohn has never been to Home Depot. Twitter and the Russians. Supremes are back. Oil supply and demand. Drug news. Ikea for lazy people. Financial Review by Sinclair Noe for 09-28-2017

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Financial Review

Health Care, Taxes

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-26-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Graham-Cassidy is dead for now. Next up – tax reform, and this won’t be easy, either. Rich richer, poor poorer. Puerto Rico in terrible peril. Financial Review by Sinclair Noe for 09-26-2017

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Financial Review

Links 09-26-2017

Links 09-26-2017 CBO Projects Graham-Cassidy Would Reduce Spending And Coverage – Health Affairs Blog.Org (a trillion here, a trillion there and pretty soon, you’re talking real money) Sen. Susan Collins says she will vote ‘no’ on Obamacare repeal bill, likely dooming it, after CBO warns of ‘millions’ more uninsured – CNBC In Battered Puerto Rico, Governor Warns of a Humanitarian Crisis – NY Times Trump Talks Puerto Rico Debt Amid Hurricane Damage, Twitter Is Not Happy – International Business Times Nearly Half of Americans Don’t Know Puerto Ricans Are Fellow Citizens – NY Times Facebook, Microsoft Construct 4,100-Mile Transatlantic Underwater Cable – International Business Times Equifax CEO Richard Smith Resigns After Uproar Over Massive Hack – Bloomberg If Someone Hadn’t Traded On Hacked SEC Files, We’d Never Have Known The SEC Was Hacked – DealBreaker Education Isn’t the Key to a Good Income – The Atlantic Iceberg Four Times the Size of Manhattan Just Broke From an Antarctic Glacier, Fueling Concerns of Runaway Ice Retreat – Weather.com  

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Financial Review

The Great Unwind

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-20-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow record high close. Maria hits Puerto Rico. Earthquake in Mexico. The stock market is calm, too calm. The Fed holds rates steady for now but begins the Great Unwind. The mystery? Will it work? Financial Review by Sinclair Noe for 09-20-2017

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Financial Review

Carry On

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-06-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Stocks bounce back. A 3 month deal on debt ceiling. Highest taxes? Nope. Fischer resigns from Fed. Beige Book moderation. Trade deficit up. Service sector solid. Irma on the way. Closing the Gap. RH bounce. Intel win. New Leaf. Financial Review by Sinclair Noe for 09-06-2017

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Financial Review

Monday, Monday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-12-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Mega-techs stumble again. Brits sort through election results. Avoiding a government default. Another block on the travel ban. Session to testify publicly before Senate. Sessions subpoena for Arpaio trial. Puerto Rico wants to be the 51st star. SCOTUS cuts time for biologics, bails out Microsoft. Immelt out at GE. GE-Baker Hughes deal is a go. The Uber implosion. Gymboree BK. F-35 has an oxygen problem.   Financial Review by Sinclair Noe for 06-12-2017

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Financial Review

Broken PROMESA

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-03-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Fed holds steady. ADP counts 177k private jobs. ISM non-manufacturing index up. Puerto Rico announces biggest ever bankruptcy (sort of) in muni bond history. Health care hangs on a speck of dust. Home prices have not recovered. Facebook is everywhere, even where it shouldn’t be. Tesla – the great American car company. Twilio trips. Copper drops. Writers reach a deal. 4XETF because. Google Docs – don’t Financial Review by Sinclair Noe for 05-03-2017

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